About Us

Melissa Lipford is a passionate financial planner, author, and mother of three, dedicated to empowering individuals and families to achieve financial security and build lasting wealth. As the founder and CEO of Phoenix Legacy Specialists and Matriarch Consulting, Melissa wears many hats—Realtor, Life Insurance Broker/Estate Planner, Trust Consultant, and even a proud Candle Enthusiast. She specializes in leveraging life insurance products, trust structuring, and estate planning to help clients protect their assets and create a legacy of financial stability.

Her journey into financial planning began with a deeply personal experience. When her husband was diagnosed with kidney failure and faced challenges obtaining coverage, Melissa decided to take matters into her own hands. She became a licensed insurance agent, immersed herself in the complexities of the field, and discovered that life insurance is so much more than most people realize. This eye-opening experience fueled her commitment to educate others and guide them toward smarter financial decisions.

At Phoenix Legacy Specialists, Melissa provides families with the tools to protect their wealth, maximize their potential, and plan for the future with confidence. Whether it’s through innovative insurance solutions, real estate opportunities, or estate planning strategies, her mission remains the same: to help clients build, preserve, and pass on wealth with intention.

Outside of work, Melissa enjoys playing golf and soaking up the Arizona sun. As a proud mother of three, she is inspired daily to lead by example and empower other families to create brighter, more secure futures.

Let’s work together to build and preserve the wealth you and your family deserve!